podcasts

April 15, 2024
Season 6 | Episode 14

Unravel the intricacies of a world where finance and global politics collide head-on, and discover how they shape our investment decisions. As the ticking clock counts down to the April 15th tax deadline, we're here to arm you with the insights you need to navigate the murky waters of tax filings, extensions, and last-minute IRA contributions. But that's just the tip of the iceberg. The financial markets are reeling from underwhelming bank earnings and volatile market trends, all while the specter of geopolitical unrest looms large over the Middle East and Ukraine, threatening to further destabilize an already fragile economic equilibrium.

With Keith by my side, we dissect the week's financial tumults and triumphs, analyzing everything from the unexpected bond yield spike to the ebbs and flows of stock market giants like Cisco and Goldman Sachs. We don't sugarcoat the setbacks, addressing Apple's logistical nightmares and the metals market's tremors in the wake of Russian sanctions. And as the geopolitical chess game intensifies, we scrutinize Israel's strategic posturing, the economic ramifications of Bitcoin halving, and the simmering political tensions back home as Trump voices his stance on Ukrainian aid. It's a whirlwind tour of the financial landscape, peppered with expert insights, designed to equip you with the knowledge to make informed choices in these unpredictable times.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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Embark on a voyage to uncover the evolving saga of financial markets, where we transcend the usual chatter about interest rates to dissect the fabric of economic expectations and market reactions. Join us as we, Keith and special guest Brad, chart a course through the intricacies of how human behavior intricately weaves into the tapestry of financial dynamics. Prepare to have your perspective broadened; learn why a robust economy might just sway the Federal Reserve's hand away from the rate cut button, and discover what this means for your wallet.

Our discussion sails into the headwinds of geopolitical tensions and their subtle yet profound effects on global market trends. We navigate the ebb and flow of oil prices, examine the lustrous peak of gold, and reveal how international relations, such as Treasury Secretary Yellen's overtures in China, are more than just diplomatic moves—they're economic chess pieces. Stay abreast as we anticipate the first quarter earnings season, where the winds of April's historical stock positivity are tempered by the cautionary whispers of "sell in May and go away."

As the constellation of topics aligns, from the impact of hawkish Federal Reserve officials to Big Pharma's market dance, Brad generously shares his navigational charts for the complex waters of interest rates and Treasury yields. After our rich dialogue, I'm left reflecting on the journey we've taken together, grateful for your company on this expedition. For those eager to continue the adventure, find Herald Lantern's latest episodes casting light on the hidden corners of the financial universe on platforms like Apple Podcasts, Spotify, and Pandora.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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April 1, 2024 | Season 6, #12

Embark on a journey through the financial markets with me, Keith Lanton, as your seasoned guide. Ready your portfolios and sharpen your market acumen because today's episode is a treasure trove of insights that could redefine your approach to investing in the second quarter. We'll traverse the promising landscapes of equity performances and bond market updates, and discuss the Federal Reserve's next chess moves in the wake of fresh economic data. Whether it's delving into value stocks that have caught Barron's eye or weighing up the art of risk balancing—your investment toolkit is about to get a serious upgrade.

Strap in as we navigate the twists and turns of market volatility, where the narrative is no longer dominated by macroeconomic chatter but by the strategic maneuvers of Silicon Valley's tech titans and their global counterparts. Microsoft's antitrust dance, Philip Morris's innovative streak, and Tesla's pricing gambits are just a few of the stories steering the market's direction. From dissecting futures and PCE price indexes to analyzing UPS's strategic alliances, this episode serves up a data-driven feast that's sure to satisfy your appetite for financial mastery. And with geopolitical tensions and economic indicators also in the spotlight, you'll emerge from this episode not just informed, but empowered to take on the quarter with confidence.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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March 25, 2024 | Season 6, #11

Navigate the surprising twists and turns of the financial markets with us as the bulls took charge in the first quarter of 2024, defying gloomy predictions. We'll equip you with insights on the Federal Reserve's strategic maneuvers hinting at rate cuts and their widespread ramifications for your investments. Likewise, the conversation wades into the complex waters of managing healthcare costs and Medicare, a crucial conversation for our aging population that could have significant repercussions on your financial health.

Discover how the stock market is being sculpted by international politics and tech transitions, with Brad's expert analysis on fixed income markets lighting our way. We'll scrutinize the pulse of global finance, from China's tech shakeup to Senator Rubio's potential VP run, all while keeping an eye on the commodities that promise to shine. Our discourse weaves through the market's expectations, filtered through the lens of AI advancements and future earnings, setting the stage for a potentially prosperous Q2.

To cap off our journey, we'll dissect the perplexing decision between Medicare Advantage and traditional Medicare, unfolding the trade-offs essential for informed financial planning. The bond market isn't left behind, with a special focus on municipal bond strategies as we prepare for the months ahead. Remember, these discussions are not just fleeting opinions but a mosaic of strategies to guide you through the fluctuating tides of the market, ensuring that you make the most informed decisions aligned with your investment goals. Keep in mind, every twist in the market narrative is another step in your financial expedition.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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Navigate the maze of financial markets with us as we scrutinize today's lofty equity valuations and the ever-looming bubble debate. Burton Malkiel, the eminent author of "A Random Walk Down Wall Street," joins the fray, sharing his insights on the Federal Reserve's strategy and its impact on job creation and unemployment. We crack the code of market trends amidst COVID-19 and the Ukraine conflict's global economic aftermath, sifting through the complexities of fiscal policies, supply chain woes, and inflationary pressures. Learn how artificial intelligence could supercharge productivity and change the game for stock market investors, and discover why gold and Bitcoin may be the sleeper hits in your store of value search.

Ever wondered why the VanEck Gold Miners ETF seems to march to the beat of its own drum, independent of gold prices? Or how some real estate investment trusts (REITs) are not just weathering the storm but thriving in today's economy? We unravel these mysteries and spotlight four REITs that marry attractive dividends with robust fundamentals. And because financial health goes hand-in-hand with physical well-being, we guide you through the personal finance implications of long-term care planning, underscoring the importance of proactive health management. Don't miss a moment of this episode, filled with the kind of insights that could redefine your investment strategy and fortify your financial future.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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Are we in the midst of a stock market bubble? Our latest episode tackles this burning question with a deep dive into the surprising resilience of financial markets as we push ahead into 2024. We examine the significance of staying invested and risk-tolerant in the face of market fluctuations, underscored by the halted JetBlue and Spirit Airlines merger and the surge in Bitcoin's value impacting companies like Coinbase. Reflecting on recent market performances, we discuss pivotal earnings reports and Jerome Powell's monetary policy testimonies, offering a nuanced perspective on the current financial climate and what it might mean for your portfolio.

This jam-packed episode features insights from financial heavyweights, including Ray Dalio, who weighs in on the stock market bubble debate. Against a backdrop of robust economic growth and tempered inflation fears, we explore hedge funds' cautious stances and consider the implications of Goldman Sachs economists' projections on how new GLP-1 medications could bolster GDP. As we navigate through high valuations and record highs of the Nasdaq, we present a balanced exploration of the complex forces at play in today's markets, providing you with the clarity needed to make informed decisions.

Wrapping up, the conversation shifts to the tech and finance sectors, where giants like Apple and Google are facing pivotal challenges, and General Electric's corporate restructuring looms large. We dissect the potential impacts of these developments on investors and the broader market, without offering advisory services. Instead, we stress the importance of personal due diligence, reminding our listeners that our discussion is meant to inform and educate, directing those in need of tailored advice towards our additional resources. Tune in for a candid look at the forces shaping the financial landscape as you navigate your investment journey.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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February 26, 2024 

Discover the investment wisdom of Charlie Munger and Warren Buffett as we unwrap the secrets to patient, long-term success in the financial markets. Our episode takes a deep dive into Munger's life rules and how they apply to both personal finance and investment strategies, especially in the context of a tumultuous year shaped by political and geopolitical events. We talk about living within your means, the value of continuous learning, and the importance of being selective with investment opportunities – lessons that are further exemplified by Berkshire Hathaway's conservative approach amid a high-valuation market.

Navigate the intricate dance between deficits, inflation, and interest rates with us as we dissect the Federal Reserve's response to lingering post-COVID inflation and the effects of government spending. The conversation gets real as we explore how climbing interest rates are influencing government debt and the broader implications for global economies. We draw attention to the contrasting economic strategies, comparing China's curtailed foreign investment to the resilient U.S. stock markets and how these play into the larger financial picture.

Wrap up with the latest financial tidbits and predictions, spanning from Home Depot's revenue patterns to Nvidia's outstanding earnings. We celebrate Intuitive Machines' historic lunar landing and speculate on the potential outcomes of Amazon's addition to the Dow Jones Industrial Average. The episode also provides updates on the dynamic interplay between military actions, political shifts, and the stock market's hunt for direction, all while keeping tabs on the tech industry's groundbreaking innovations and legal challenges that could reshape the digital landscape. Join us for a comprehensive tour through the current financial and geopolitical climate, all while being equipped with expert insights and forward-looking analysis.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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Feb 20, 2024

Unveil the secrets to reshaping your life with precision as James Clear, the mastermind behind "Atomic Habits," joins us to impart his strategies for enhanced productivity and a reputable life. This episode isn't just about personal transformation; we're also dissecting the heartbeat of the financial world. Get the scoop on Nvidia's leap over Amazon, Bitcoin's bullish break, and the economic shudders as the UK and Japan grapple with recession. Discover what's shaking up the airline industry with Carl Icahn's JetBlue play, Lyft's earnings stumble, and the wider implications of gig economy strikes. We also spotlight the executive decisions behind Paramount Global's staff reductions, Berkshire Hathaway's Apple sell-off, and Cisco's strategic slimming, all before diving into the implications of Diamondback Energy's merger with Endeavour Energy and Walmart's fiscal health report.

Transitioning to the global stage, the episode analyzes the Ukrainian conflict's latest twists and the Middle East's intensifying drama, setting the scene for our worldly market insights. Keep your finger on the pulse of the economy as we explore Truist's insurance brokerage sale and Medtronic's earnings, illustrating a post-pandemic sectoral shift, while Intel eyes a hefty subsidies jackpot. We question the stock market's defiance of gloomy forecasts and delve into the Federal Reserve's rate strategy and the robust U.S. economy's potential to sustain corporate growth amidst inflation and rate hike tensions. Lastly, we turn our gaze to the defense industry's L3 Harris Technologies and tease the enigmatic bond market's future impact, contrasting municipal bonds with treasuries to give you a comprehensive understanding of how these components weave together to affect financial stability.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Gain unparalleled insights into the financial tremors that have jolted Wall Street and what they mean for your portfolio. Our latest episode features financial guru Brad, as we dissect the myriad forces shaping the markets—from the aftershocks of tech titans' earnings and the Federal Reserve's latest moves to the bond market's subtle dance that dictates the rhythm of asset and commodity prices. With the ever-canny advice from Barron's and a deep dive into the intricate world of Medicare, we serve up a tapestry of knowledge that could be the edge you need in navigating the complexities of your financial future.

Prepare to explore the high-flying maneuvers of Goldman Sachs, Boeing's ongoing saga, and the unexpected resilience of Estée Lauder's stock. We'll also unravel the implications of a robust jobs report and the Atlanta Fed's projections on the US economy's strength. Plus, discover how AI is transforming tech earnings, with Microsoft leading the charge. As we conclude, Brad imparts his wisdom on the bond market's latest volatility and the hidden gems within municipal bonds, ensuring you're armed with the critical insights to help steer your investments through current market uncertainties.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Embark on a journey through the intricate landscape of current events and financial forecasts with us and our esteemed guest, Brad. We'll navigate you through the twist and turns of the global stage, from the enigma of the presidential race to the unfolding drama in Jordan, painting a comprehensive picture of the forces shaping our world. As the tech titans line up to reveal their quarterly magic, we also scrutinize the anticipated impact of AI breakthroughs like Google's BARD and Microsoft's ChatGPT alliance. You won't want to miss our dissection of what these developments mean for the future of tech and your investment strategies.

Our ears are to the ground, catching every vibration from the financial sector to the Federal Reserve's whispers. Amazon's latest gambit in AI, AWS, and the ad space is about to be unveiled, while Meta prepares to showcase its fight in the social media arena with Reels. We'll also decode Jerome Powell's fiscal signals and look ahead at the Treasury's chess moves under Jack Frost's guidance. All the while, we're keeping an eye on the job market's pulse. With market concerns like Evergrande's tremors and international political plays at our fingertips, Brad and I will help you interpret the economic omens that could herald the next seismic shifts in the marketplace.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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January 22, 2024
Season 6, Episode 4

Unlock the wisdom of legends and get a grip on the pulse of the financial markets; our latest podcast episode is a treasure trove of insights from the likes of Nick Saban and Warren Buffett that you can't afford to miss. We chart the course of the S&P 500's thrilling climb and delve into earnings reports from heavy hitters like Netflix and Tesla, all while keeping our finger on the pulse of geopolitical tensions and U.S. political shifts. The stakes are high, and the moves you make now could shape your financial future, so let's navigate this tumultuous yet opportunistic landscape together.

The seesaw of market expectations sets the tone for our deep dive into the Federal Reserve's interest rate policies and the painstaking balance policymakers must maintain. Our analysis isn't just about the numbers—it's about understanding the story behind the figures, from shifting consumer sentiment to Federal Reserve Governor Waller's prerequisites for a rate cut. As the presidential election looms, we dissect how political currents could turn into economic waves, ensuring you’re equipped to weather any storm on the horizon.

Biogen's breakthrough Alzheimer's drug Laquembe and BP's strategic maneuvers are hot topics we tackle, providing a primer on the disruptive forces at play in healthcare and energy. And let's not forget the invaluable perspective of our guest, Keith Lantham, whose financial acumen adds depth to our exploration of risk and reward in today's investment climate. Whether you’re a seasoned investor or just getting started, this episode is your guided tour through a landscape of innovation, economic intrigue, and strategic mastery.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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Discover the multifaceted brilliance of Martin Luther King Jr., as we unveil the improvisational genius behind his "I Have a Dream" speech and the intriguing history of his name change. The episode then seamlessly transitions into a strategic analysis of the Federal Reserve's interest rate tactics and their profound implications on the financial markets. Prepare to navigate through the complexities of the Fed's projections versus market expectations, with in-depth discourse on the potential consequences of varying rate cut scenarios for the stock and bond markets in the upcoming year.

Venture further into the realm of finance as we scrutinize the current market landscape, marked by major stock movements and interest rate hikes. We'll dissect the tangled web of geopolitical issues, from Houthi missile strikes to the delicate dynamics between China and Taiwan, and how these factors play a pivotal role in shaping global economic trends. With a forward-focused approach, we anticipate the future of market stability and growth, discussing upcoming financial reports, retail sales data, and consumer sentiment, all through the lens of the market sages at Barons' roundtable and the enduring allure of dividend kings in these uncertain times.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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Could your investment strategies withstand the shocks of a tumultuous market? Prepare to arm yourself with the insights and foresight shared as we explore the pivotal role of forecasting in finance, particularly focusing on interest rates and fixed income markets. This episode peels back the layers of past prediction pitfalls and steers toward the elements likely to steer interest rates come 2024. We'll dissect how these shifts could ripple through the deficit, government spending, and equity markets, arming you with knowledge to navigate the waves of change. Additionally, we're joined by expert analysts who shed light on the psychological maze of human biases in financial forecasting, using a Morningstar study as our guide to understand why even the most seasoned investors can veer off course.

Shifting gears, the episode zooms in on the health of financial markets, considering the impact of industry giants like Boeing and Apple on market volatility, Bitcoin's ETF buzz, and political chess moves that hold the keys to potential economic shifts. We unpack the FAA's grounding of Boeing and how it's shaking the Dow, while also highlighting the resilience of markets that continue to defy gravity. A sneak peek into the upcoming earnings season for banks provides a primer for the indicators that could signal interest rate adjustments and Fed maneuvers, setting the stage for savvy investors to act with precision.

In our final segment, we scrutinize the US Treasury's borrowing behavior and its profound influence on financial markets over the previous year. From long-term debt issuance to a pivot toward short-term bills, these strategies have sent shockwaves through stock and bond rallies, bond yields, and the dollar's value. Furthermore, we examine the role of money market funds in sustaining liquidity and how their actions echo in bank lending rates. This intricate dance between market expectations and the Fed's interest rate projections for 2024 unfolds before us, all while the labor market's condition sends signals about inflation and economic vigor. Tune in for a riveting journey through the financial landscape and uncover the investment opportunities waiting in the changing power grid.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Embark on a financial journey through 2023's twists and turns, as we peer into the crystal ball of 2024 with our esteemed guest, market sage Brad. Discover how to navigate the unpredictable tides of the financial markets and the secrets behind setting achievable goals that not only enrich your personal life but also solidify your investment strategies. With the previous year's market defying expectations and the Federal Reserve's interest rate moves, we'll reveal how to adjust your sails and catch the winds of economic change.

The stage is set for an in-depth analysis of last year's economic surprises, from the S&P 500's and NASDAQ's impressive performances to the unforeseen growth of the US economy. As we analyze the resilience of the markets amidst global uncertainties, tune in for Brad's insights on investment recalibration in the face of stock futures dipping. Our conversation also spans the globe to Saudi Arabia's Vision 2030, where the desert kingdom's moves toward renewable energy, manufacturing, and societal reforms signal a new era of opportunity for the astute investor.

Finally, we'll unravel the intricacies of income investing for the year ahead. With a nod to Barron's top recommendations, we explore the landscape's shift from energy pipelines to the allure of U.S. and foreign dividend stocks. Brad weighs in on the volatility within the bond market and how municipal bonds might be the golden ticket for income investors in the current yield environment. This episode is your compass to financial confidence in 2024, charting a course through the complexities of market dynamics and investment opportunities. Join us for a masterclass in economic foresight and the smart execution of financial goals.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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Ever wondered how to align your financial dreams with the reality of your bank account? Let's unravel that mystery together as we bid adieu to 2023 and set our sights on a prosperous 2024. In our heartwarming year-end discussion, I take you through the crucial steps of revisiting your financial strategy and the transformative power of putting your goals to paper. Drawing on the wisdom of financial gurus like Dave Ramsey, we consider the importance of aligning money management with life's objectives. And, with a nod to the importance of family, we touch on how including loved ones in money conversations can be the cornerstone of building generational wealth. As a cherry on top, I'll give you a sneak peek at Barron's top stock picks for the new year—from tech behemoths to potential market dark horses.

As the markets close out the year with unexpected exuberance, I'll guide you through the potential market landscape for the year ahead. Barron's has an optimistic view, and we'll dissect their predictions amidst a backdrop of the Federal Reserve's monetary signals and a rally that's touched more than just the tech titans. Speaking of technology, we'll take a microscope to the heavy hitters in the AI space—Nvidia, AMD, and others—who are poised to redefine the industry. We'll also scrutinize Microsoft's AI integration into Office 365 and its implications for the market. So, curl up with your investment ledger as we explore the possibilities that 2024 holds, armed with expert forecasts and a dash of financial acumen.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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What if the key to successful investing was learning to do nothing? Join us as we dissect this wisdom from investment gurus Warren Buffett and the late Charlie Munger. We navigate through their skepticism of exotic financial instruments and their emphasis on integrity. We also discuss the potential implications of the anticipated Federal Reserve meeting and the likelihood of higher interest rates. Plus, we swing by the concept of wide moat companies, debunk the belief that volatility equals risk, and touch on the recent uplift of gold and Barron's optimistic view of the stock market.

Ever thought about how the Federal Reserve's actions impact your investments? We shine a spotlight on the Fed's influence on interest rates - a topic that's particularly relevant for retirees in light of predicted hikes to the neutral rate due to structural shifts in the economy. And if you're part of the older generation planning for retirement, you'll find our analysis of how to adjust investment portfolios for desired income valuable. We question the viability of the 60/40 portfolio in the current market landscape, and wrap up the discussion by acknowledging the market's current "boring" state - no horrifying declines or spectacular gains. So, buckle up as we journey through the investment and economic landscape, where the only constant is change.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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Who would've thought that with the bullish performance of equity and fixed income markets in 2023, consumer sentiment would remain at record lows? Join us as we navigate this curious contrast and hear lessons from the marketplace's unpredictability. Brad, our insightful guest, breaks down the bond market and expounds on the art of positioning oneself in a place of advantage. We'll also delve into the fascinating discourse around the Fed Chairman's recent actions, the potential beneficiaries of AI, and the current state of commodities and bonds.

Get ready for an enlightening journey through financial market trends from 2022 to 2024! We're exploring the rising demand for cash as a safe haven asset, the surge of exchange-traded funds (ETFs) impacting the market, and the momentous event of a bond ETF crossing $100 billion for the first time! Stay tuned as we discuss the state of overseas markets, companies making waves, M&A news, cryptocurrency prices, and upcoming events like US bank CEOs protesting regulation. Concluding the episode, we emphasize the need for caution in volatile markets as we talk about tax loss swaps and bond strategy. So, strap in for an episode teeming with insights and revelations that just might change the way you look at the financial world!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Are you ready to close out the year on a profitable note and hit the ground running in 2023? This episode's your golden opportunity! Our conversation navigates through the changing tides of the markets, considering the encouraging swing in the bond market and unyielding strength of the economy. We delve into the curious case of the elusive recession and analyze the role of COVID in driving global inflation trends. As we contemplate the idea of a 'return to normal', we share crucial insights on how this could impact your financial portfolios.

The second segment of this episode puts the spotlight on strategic tax planning for 2023, especially beneficial for those contending with hefty medical expenses this year. We discuss the merits of harnessing IRA distributions and making the transition to a Roth IRA. The potential for tax loss harvesting in the current market and opportunities for qualified charitable distributions and 529 plans funding for potential state tax benefits are also up for discussion. We alert you to the possibility of unexpected taxes from mutual funds and equip you with strategies to sidestep them. We wrap up this chapter by pondering over the impact of money migrating from mutual funds to ETFs on capital gains distributions.

The final leg of our talk today explores recent market trends and the promise of a year-end rally. We dissect the Federal Reserve's tightening cycle and potential rate cuts, with insights from none other than Mark Carney, who shares his experiences from steering two major central banks. We also weigh the effects of rate hikes on Main Street versus Wall Street. We end on an optimistic note, highlighting the extraordinary progress in vaccines that could revolutionize the prevention and treatment of various diseases. Please note that the podcast's availability, the disclaimer about our opinions, and the importance of considering risk and investment goals are covered towards the end. So, tune in and let's step into the future of investment together!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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Get ready to strap on your explorers hat and journey with us into the intriguing financial landscapes of the US and China, as we discuss the current rally in markets, the impact of inflation on stocks and bonds, and how COVID has affected job growth, wages, and consumer spending. We'll be joined by our insightful guest, Mr. Keith Lante, who'll be helping us unpack the mysteries of the financial markets. We'll also be looking at China's growing influence in the global economy, their declining birth rates and immigration trends, and how these factors are shaping the labor market and wage trends.

In the next part of our adventure, we'll be navigating the fascinating terrain of the Chinese economy and its role in global inflation. We'll be discussing how China's currency devaluation and manufacturing overcapacity have influenced the prices of their exports, and how that's turning them into a powerful deflationary force in the global market. We'll also be chatting about the rising popularity of Chinese electric vehicles and their domination in the global market. Towards the end, we'll be brushing up on a variety of current affairs, from the rising oil prices due to Middle East tensions, the election of Javier Milay in Argentina, to the controversial comments by Elon Musk and their impact. We'll also be predicting that the S&P 500 might just hit a record high by the end of the year. So, why wait? Grab a seat, and let's get started on this exciting expedition!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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Curious about how US credit being put on negative watch by Moody's might impact your investment strategy? Get ready to sit on the edge of your seat as we dissect the implications of this, along with an in-depth analysis of rising interest rates and their effect on financial assets in this episode. Brace yourself as we take you on a rollercoaster ride through the economic data of the week, the US government shutdown and its potential fallout, introducing you to the new House Speaker. In addition, we're offering you valuable insights from James Clear, author of Atomic Habits, on how to stay on course with your financial goals amidst all this chaos. 

Let's ignite your intrigue further with a discussion on the benefits of the weight loss drug Wigovie and the phenomenal performance of the Marvel Cinematic Universe. Nervous about the market opening lower? We've got you covered. We will analyze S&P futures indicating a lower market opening, and decode Boeing's stock performance in the aftermath of new orders at the Dubai Air Show. You'll also hear about Senator Tim Scott's decision to end his presidential campaign and David Cameron's appointment as the UK Foreign Secretary. As we approach year-end, we'll help you navigate the green energy transition and the financial preparations necessary for a smooth transition. Buckle up and join us for this thrilling financial journey!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

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What if knowing more about oil and gas prices could offer you a strategic edge in your investments? Could keeping a close eye on energy giants like Chevron unlock new opportunities? Join us as we unravel the intricate dynamics of energy prices and the consequential ripples in the stock market. We dissect the challenges of the energy industry pre and post-pandemic, and speculate on the potential brain drain in Russia and its political implications. We'll talk about the bond rally, the deficit's fight for investment dollars, and why the Federal Reserve closely watches energy prices. 

Have you ever wondered how global banking policies might influence your investment strategies? We explore the Bank of Japan's policy shift, how it's waking up to inflation and raising rates, and what that could mean for Japanese and US investors. We'll discuss why sectors such as communication services, utilities, healthcare, consumer staples, and PC stocks may benefit from declining interest rates. We also examine Chevron's performance, debunking Wall Street's pessimism and exploring why it might be a fruitful time to invest. Stay tuned to gain insights that could potentially reshape your perspective on energy prices and investments.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

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Master the intricacies of the bond market in our riveting discussion with bond expert, Mr. Keith Lante. We'll guide you through the complex world of supply and demand, shed light on the federal budget deficit's influence on bond supply, and the implications of decreased capital gains due to tax cuts. The conversation takes an insightful turn as we scrutinize the impact of heightened government expenditures on social security, health benefits, and defense on the bond markets, bridging into the inherent volatility, risks, and opportunities that come with fixed income investment.

In the latter half of our discourse, we pivot our attention to the Treasury's borrowing estimates, refunding news, and their prospective bearing on the bond market. Mr. Lante offers a brilliant analysis of current yields across various markets including the Treasury market, high-grade corporate bonds, junk bonds, and Treasury inflation-protected securities. We further touch on international events including the Israeli forces' incursion into the Gaza Strip and comments from the Iranian President. As we reach the end of our enlightening journey, we consider the opportunities offered by active management and individual securities investments versus ETFs in the fixed income market. So, tune in and gear up for a comprehensive and enlightening exploration of the bond market.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

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Are you ready to decode the riddle of the recent 10-Year Treasury Yield surge with us? Strap yourself in as we unravel the factors driving this shift and discuss its potential ripple effects throughout the financial landscape. This episode brings to light the impact of an inverted yield curve on corporate America and how companies can capitalize on this trend to mitigate the sting of rising interest rates.

As we venture deeper into the topic, we throw the spotlight on the repercussions of the rising 10-Year Treasury Yield on the stock market, geopolitical dynamics, and even the speaker race in the House of Representatives. We also investigate the increasing default rate on car payments and the potential aftershocks of escalating mortgage rates on the housing market. Plus, we peel back the layers of recent M&A activity and issues concerning Foxconn and Apple.

Finally, we'll navigate you through the labyrinth of investing in the current climate. Pension funds are veering towards bonds to secure close to 8% returns without the risks of equities. But are AI-powered ETFs the golden goose they are touted to be? We scrutinize their performance and shed light on why bank stocks are bearing the brunt despite favorable earnings. So tune in for this enlightening discussion and wrap your head around the conundrum of the rising 10-Year Treasury Yield - it's an episode you won't want to miss!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

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Get ready to unravel the mystique of the US market as we draw parallels between the 1987 crash and the current market situation. You might be wondering, how can US futures remain strong amidst looming Federal rate hikes, growing China tensions, and Middle East instability? Don't fret, we've got you covered. We'll tackle the bond market's structural challenges, why 'deficits don't matter' has become a popular mantra, and cast an optimistic gaze on the equity market with a particular focus on tech earnings. Think the 1987 crash is a thing of the past? Let's dive into a fascinating exploration of its echoes in today's market.

Hold onto your hats as we take you through an exciting whirlwind of geopolitical news. You'll learn about Biden and Scholz's potential trips to Israel, how Poland's pro-EU opposition seized power after eight years of populist rule, and why the US is tightening the screws on China's access to advanced semiconductors. Now, let's shift gears to the market. We'll discuss Rite Aid's bankruptcy, Pfizer's Paxlevid agreement, and how tech stocks are giving the S&P 500 a pedal to the metal. Curious about Tesla and Netflix's earnings? Stay tuned!

In our final segment, we dissect the influence of tech giants like Meta and Nvidia on the S&P 500 earnings growth. We'll reveal the potential drags of Exxon Mobile and Pfizer, and how these could sway the overall market performance. Additionally, we'll delve into the traditionally strong period of the S&P 500 from the 197th trading day to the end of the year. Wrapping up, we'll touch on Bank of America's predicament with its large holding of low-yielding mortgage securities, and how investors should be focused on the impact of higher rates when the bank reports their earnings. Join us for a thrilling journey through the twists and turns of the current market.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

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What if the national debt's interest surpassed defense spending? Imagine the implications for healthcare, social security, and tax code reform. Today's episode takes you deep into the world of market trends, analyzing the historic sell-off's impact on equity markets and exploring how the Fed aims to keep inflation at its magical 2 percent target. With a keen eye on the financial horizon, we look at the alarming increase in US deficit spending, the Israeli Shekel hitting lows unseen since 2015, and the oil price surge due to Middle East tensions. 

We also dive into the recent AGCO/Trimble joint venture and its potential to boost both companies. The tech sector isn't left out, as we analyze Alphabet and Meta's performances, and ponder about the appeal of precision agriculture software. Are farmers the best economists when it comes to saving money? The episode closes on a high note for income investors, introducing preferred stocks as an attractive option, offering around 7.5% yields and significant tax advantages. This is an episode packed with insights, market analysis, and tips to navigate the intricate world of investing. Tune in for a deep dive into the currents that shape our financial world.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

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Welcome to "Enlightenment," the podcast hosted by Keith Lanton. In this enlightening series, Keith explores the intricate world of finance, offering listeners invaluable insights into the latest trends and developments. With a keen eye on the financial markets, Keith discusses topics such as interest rates, government deficits, and the evolving landscape of the economy. He shares Barron'sperspectives on individual stocks, like General Dynamics and Meta Platforms (formerly Facebook), and provides a deep dive into the challenges faced by drivers dealing with increasing car insurance premiums. "Enlightenment" is your go-to source for gaining a deeper understanding of the financial world and its impact on your financial journey. Tune in to unlock the secrets to financial enlightenment with Keith Lanton.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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September 18, 2023 Season 5 | Episode 30

Looking to add a sprinkle of success to your daily routine? Discover unconventional methods of the high-fliers that could potentially transform your personal and professional life. From the invigorating rush of cold showers and the discipline of intermittent fasting to the simplicity of wearing the same outfit, we're bringing you tried and tested secrets of the successful. Complementing this, we delve into the art of expressing gratitude - there's power in a thank you note that could set your day off on the right foot.

But we're not just about personal development. We're your eyes and ears on the ground of the financial world. Be prepared for the impact of the Federal Reserve meeting on the economy and the markets. Explore the implications of the recent auto industry strike, and what it means for both the workers and the manufacturers. We'll also give you a lowdown on the latest in tech - updates you can't afford to miss. And, as the cherry on top, we scrutinize the rise of private equity and private credit investments in traditional public markets. Don't just listen, get empowered and inspired!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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September 11, 2023 Season 5 | Episode 29

Ever wondered how a tragic event like 9-11 can impact and shape financial market valuations? Tune in, as we commemorate this historic event and dig into the subtle nuances of market valuations. We'll shine a light on the often overlooked value stocks and sectors that are boasting historically low valuations, offering unique investment opportunities. We'll also talk about the 'magnificent seven' stocks' disruptive influence on the market, and debate if the current market might be overvalued. Get your notepad ready as we share about Barron's six beaten down food stocks that could add some sizzle to your portfolio.

Curious about the recent utility sell-off? We'll break down the drop in value of stocks like Utility Select Sector Spider symbol XLU, VISTA symbol AVA, and Walgreens Boots symbol WBA. We'll also touch upon Disney's falling stock and discuss the risk-reward for these stocks. As the plot thickens, we'll move to upcoming tech events, pre-markets, and the futures of the Dow, S&P, and Nasdaq. We'll also delve into rising health insurance costs, a major railway deal brewing between Saudi Arabia, India, and the UAE, and the implications of the Consumer Price Index. Stay tuned for insightful discussions on the upcoming IPO of Arm Holdings, the Justice Department's lawsuit against Google, and a surprising twist in the tale - Microsoft's ironic role in the search engine market.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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September 5, 2023 Season 5 | Episode 28

Want to understand the unexpected surge in the stock market amidst rising inflation? Join us (and our special guest Keith Lante), as we take a deep dive into the economic shifts over the past two decades that have seen households and companies cut their debt and reduce their dependency on short-term borrowing. We also unravel how companies with solid fundamentals have harnessed the power of the inverted yield curve, making sense of why the net interest expense as a percentage of net profits is currently lower than it was 20 years ago. Stay tuned as we dissect the sectors that have been significantly impacted by inflation.

Fasten your seatbelt as we transition into discussing the cooling labor market and the predictions for September. The August jobs report revealed a higher than expected gain - what does that mean for the financial market? We break down the role of the consumer price index and why September tends to be a challenging month for financial markets. Also, get a close look at On Holdings, a growth company that has seen its stock skyrocket 70% since the year's start. As we traverse these intricate economic landscapes, our goal is to equip you with valuable insights to empower your decision-making. Let's get the ball rolling!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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August 28, 2023 Season 5 | Episode 27

Ready to navigate the turbulent waters of the financial markets? Join us as we dissect Fed Chairman Powell's landmark speech at Jackson Hole and its profound implications on the landscape of finance. We shine a spotlight on the markets last week, the risks lurking in the leveraged loan market and high yield bonds, along with highlighting some intriguing individual stock ideas. The impact of Fed's policy on interest rates, equity markets, and the currency markets is also under our microscope. Plus, we unfold how the delay in rate hikes, due to the amount of funds disbursed for COVID relief, has led Americans to seize this golden opportunity of low rates for mortgages.

Fasten your seatbelts as we zoom into the recent revisions to the tax code that could seriously affect those earning more than $145,000. We're sharing how the $7,500 catch-up contribution to an IRA now needs to be funneled into a Roth account and why these new rules won't be implemented until 2026. The SALT cap, its implications, and the ingenious workarounds some states have established for business owners are also on our discussion radar. But here's the kicker: the IRS has legitimatized this workaround and we're here to help you leverage it.

Finally, we give you a ringside view of the market sentiment following a positive week, with leading indicators like the S&P futures, NASDAQ, and Dow all showing gains. From the effects of the stamp duty cut on stock trades in China to the significant visit by Commerce Secretary Gina Raimondo, we cover it all. We also bring you updates around Horizon Therapeutics, Hawaiian Electric, XPeng, 3M, Kimco, RPT Realty, Hersha Hospitality Trust, Boston Scientific, and Novaq. To top it all, we review the best-performing stocks in the last 25 years. So, come aboard and let's sail together through the tumultuous yet tantalizing world of finance!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

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August 21, 2023 Season 5, Episode 26

Will the recent rise in interest rates and an era of a risk-free rate of return of 5.5% upend the financial markets or simply be the game-changer we’ve been anticipating? Buckle up as we traverse the financial terrain brought about by these unprecedented rates, the impact on equity and bond markets and what the future may hold. We'll also dissect Chairman Powell's anticipated speech and shine a light on a stock that’s a heady concoction of growth and value potential.

With the People's Bank of China lowering the one-year prime rate to 3.45%, the tremors are already being felt across global markets. This episode brings you up-to-date with how this decision is causing ripples in China, India, and Europe's economies. We'll walk you through the performance of individual stocks such as Nvidia, Palo Alto Networks, and NAPCO Security Systems, and delve into the connotations of increasing yields on the stock market and Bitcoin's dwindling value. All this, while bringing you the latest financial tidbits from Bloomberg, The New York Times, and CNN.

But that's not all. We're pulling back the curtain on the recent surge in treasury yields and the thrilling investment prospects they reveal. From the role of the Fitch downgrade and increased supply in these developments, to the eagerly anticipated economic growth and inflation predictions driving these changes, we've got you covered. With Chairman Powell's Jackson Hall Symposium speech on the horizon, we'll also explore Visa and Mastercard's promising outlook as growth stocks. Trust us, you don't want to miss this episode packed with insightful nuggets for investors braving these turbulent markets.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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July 31,  2023  | Season 5, Episode 26

Dare to sail the unpredictable seas of investing with us? Brace yourself as we untangle the web of emotions, news cycles, and external factors that interplay with your investment decisions. We’ve delved into the history of financial headlines, looking at how investors who stuck to their strategy despite the stormy weather have seen their patience rewarded. We’ll also discuss why having someone to bounce ideas off is crucial in keeping your emotions in check and making sound investment decisions. 

Dive deep with us as we dissect how market news influences investment performance. Using actual economic data, we paint a clear picture of disparities between the average equity investor's returns and those of the S&P 500 over the past 30 years. We are also on top of trending topics like US Steel's acquisition proposal, the ebb and flow of Russian rubles, US Treasuries, and stocks like Tesla, Nvidia, and Apple. We will guide you through the importance of aligning your actions with your long-term plan and the occasional need to rebalance your portfolio.

No stone is left unturned as we investigate August's market trends. We scrutinize the effects of Moody's bank credit downgrades and the Federal Reserve's interest rate hikes on your investments. We also propose tactics like allocating funds to underperforming sectors and walk you through the movements in the bond market. Excitingly, we assess the potential of Comcast stock in the backdrop of future tech trends. Lastly, we demystify the benefits of investing in Treasury Inflation Protected Securities (TIPS) and iBonds as potential defenses against inflation. Ready to cut through the noise and make sound investment decisions? Let's set sail!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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July 31,  2023  | Season 5, Episode 25

Ready to challenge your investing biases and expand your portfolio knowledge? Prepare to be enlightened by our deep-dive conversation around portfolio allocation, diversification and fixed income investments. Alongside the CEO of PIMCO, we analyze the current state of the S&P 500, the Fed model and the potential of municipal bonds. We also dissect recency bias, where investors have become too accustomed to near-zero interest rates. Our assessment of the morning's news, including recent earnings reports and economic reports, leads us to some intriguing investment opportunities; Disney's stock, the Indian markets, and a few other alternative investments, are on our radar.

The magic of Disney has always fascinated us. In this episode, we engage in a riveting exploration of the entertainment giant's challenges and opportunities, especially around its streaming service, Disney Plus. We question if raising the advertising free tier and bundling Hulu, Disney Plus and ESPN Plus could be the key to their success? We also touch upon Disney's cost-cutting measures amidst a competitive landscape. Shifting gears, we scrutinize the pharmaceutical industry's legal argument against Medicare's pricing controls, and why India is buzzing with growth potential as an alternative to China. Come join us on this insightful journey as we deconstruct the stock market and the world of fixed income.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

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July 24,  2023  | Season 5, Episode 24

Are you gearing up for retirement but concerned about the unpredictable future? Fear not, as this episode offers a deep dive into the world of Qualified Longevity Anuity Contracts (QLACs), an attractive retirement strategy in today's high-interest-rate environment. Learn how you can use QLACs to contribute up to $200,000 from your retirement accounts towards a stable income in your twilight years. But, like all things, QLACs also come with their share of pros and cons, which we'll explore in depth.

Moving beyond retirement strategies, we'll also keep you updated with the latest economic indicators, market trends, and current affairs. From the housing affordability index to the Spanish elections, labor force participation to the weekend's big box office numbers, we have it all covered. What's more, we analyze investor sentiment and how savvy investments in dividend stocks can yield handsome returns. Don't miss out on our discussion about Apple and Goldman Sachs stocks, AMC, Tesla, Netflix, and Johnson and Johnson. Strap in for an episode loaded with insights and information.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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July 17,  2023  | Season 5, Episode 23

Ready to demystify the intricate world of financial indicators? Your understanding of inflation, interest rates, and the Treasury yield is about to get a major upgrade. We're starting off by dissecting the method of measuring inflation, the ripple effects of the Federal Reserve's interest rate increases, and the significance of the two-year Treasury yield. Expect a deep dive into June's CPI report, which throws light on the unexpected dip in annual inflation from 9.1% to 3%. We'll also venture a prediction on the future trajectory of the CPI based on the data from June 2022.

Switching lanes, we'll then take you on a journey across the global financial markets. With futures showing a downside bias and equity markets displaying a mixed bag, we'll decode what the numbers say about June's retail sales and industrial production. We'll travel all the way to China to make sense of their mixed economic data. We'll also zoom into individual stocks - think Ford, Microsoft, Tesla, Pepsi, United Airlines, AT&T, and Chewy. And we won't leave out the intriguing developments around the Russia-Crimea bridge, Yellen's remarks on Chinese tariffs, Cathie Wood's ARC fund, and the Visa and Mastercard stocks discussed in Barron's Trader column. So join us, as we unpack these complex trends to empower you to make confident financial decisions.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

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July 10,  2023  | Season 5, Episode 22

Ever wondered why good economic news sometimes makes the market drop? This week we're slicing through the complexities of market reactions to economic data, starting with last week's ADP report that showed a surge in private payrolls. The market's response? Pricing in a higher probability of the Federal Reserve raising interest rates. We dissect this financial paradox and discuss the potential implications on the money supply. Trust us, understanding the current market environment when interpreting news is crucial.

As we navigate through the mixed stock futures market, we touch on the impending inflation and earnings reports. From China's CPI and PPI data to the bond market and individual stocks like Nvidia, Tesla, and Helen of Troy, we've got you covered. And let's not forget the geopolitical happenings - Yellen's China trip, Biden's statement on Ukraine and NATO, and the Dutch government's coalition collapse. With Q2 earnings season around the corner, we're simmering over the potential effects of the ADP and BLS job reports on the Fed's future moves.

And the analysis doesn't stop there. We're putting the S&P 500, Walmart, and the pharmaceutical industry under the microscope. With interest rates on the rise, how do the capitalization-weighted S&P 500 Index and the equally-weighted index compare? And how about Walmart's growing retail tech capabilities - do they give it a strategic edge over Amazon? Wrapping up with a deep dive into the pharmaceutical industry, we tie it all back to the importance of understanding the current market landscape for making informed investment decisions. Buckle up for an enlightening journey into the financial markets.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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June 26,  2023  | Season 5, Episode 21

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, hosted by Keith Lanton, the focus is on conducting a midyear checkup or reassessment of your portfolio in light of the approaching halfway point of the year. The episode begins with a discussion on recent events in Russia and their potential impact on financial markets. The uncertainty surrounding the situation is reflected in rising bond prices and a modest increase in oil prices. The episode emphasizes the importance of considering personal factors such as health, income changes, significant life events, and planned expenditures when evaluating the need for portfolio adjustments.

Keith Lanton then delves into the bullish and bearish outlooks for the US economy and equity markets, acknowledging the polarizing views in the investment landscape. He presents a list of positive factors, including the record amount of cash on the sidelines, the strength of the US military and economy, decreasing inflation, low corporate default rates, and various positive developments in manufacturing and infrastructure investment. On the other hand, he also highlights concerns such as potential interest rate hikes, market performance, technological advancements affecting jobs, political polarization, geopolitical tensions, and the state of the banking system.

For those considering adjustments to their investment portfolios, Keith Lanton suggests a variety of options. While remaining invested in equities at an appropriate percentage, he points out the opportunities in the fixed income market. Short-term treasuries, municipal bonds, and mortgage-backed securities offer attractive yields, providing stability and income potential. He also mentions the option of outsourcing fixed income asset allocation to quality managers.

Overall, the episode encourages listeners to carefully evaluate their financial plans and strategies, taking into account personal circumstances and weighing the bullish and bearish factors in the current investment environment.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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June 12,  2023  | Season 5, Episode 20

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Join Keith in this captivating episode as he delves into the intriguing world of the recent market rally, exploring its implications in the face of numerous concerns. Drawing inspiration from the insightful stories featured in Barron's and the buzzing stocks that are making waves, Keith brings you an engaging discussion that will leave you informed and inspired. The episode's title takes a nod from Barron's compelling cover story, which captured attention throughout the week. Additionally, brace yourself for an enlightening conversation as Brad Harris joins Keith to provide expert insights on the ever-evolving bond market. Tune in now for an enriching experience!

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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June 05,  2023  | Season 5, Episode 19

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith speaks about trends: trends in longevity and trends that may impact the future of investing. A lot has happened n the past few days as the debt ceiling crisis has been averted, at least for the next two years.  Check it out!  

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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May 22,  2023  | Season 5, Episode 18

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith gives us a broad view of the financial markets, artificial intelligence - AI,  the debt ceiling,  fossil fuels, and the current rally. Brad Harris, Director of Fixed Income, gives us some lessons on the bond market. 

Please note, there will not be a podcast on May 30, 2023 due to scheduling conflicts. 

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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May 15,  2023  | Season 5, Episode 17

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the upcoming debt ceiling and provides us a  historical perspective. 

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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May 8,  2023  | Season 5, Episode 16

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, there is a lot to discuss in the equity and debts markets. Last week, the Fed once again raised rates 25 bp to 5%-5.25%. What does this mean for your portfolio and how should you position? 

Brad Harris, Director of Fixed Income joins Keith to review this week's action in the bond market.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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May 1,  2023  | Season 5, Episode 15

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Welcome to the month of may.  “Sell in May and go away” is an old adage in the stock market, and it might be especially applicable this year.  Keith shares his thoughts on this adage and how investors may decide to position themselves. This week all eyes are on the Fed as they meet Tuesday and Wednesday to discuss the latest monetary policy and how they will continue to flight inflation. 

Brad Harris, Director of Fixed Income joins Keith to review this week's action in the bond market.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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April 24,  2023  | Season 5, Episode 14

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Next week is Fed week, and markets will be closely listening to each word the Fed speaks. What do the Leading Economic Indicators tell us?  Keith shares his thoughts and experiences on all the latest economic and financial news.  Brad Harris, Director of Fixed Income joins Keith and provides some insightful viewpoints from the bond trading desk

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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April 17,  2023  | Season 5, Episode 13

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

The title of this podcast is actually a quote  by Gustave Flaubert, a French novelist. He has been considered the leading exponent of literary realism in his country and abroad. 
In this episode, Keith  opines on why we sometimes feel that situations we are facing are new and haven't occurred in the past. Sometimes our perceptions play tricks on us.  He then brings us up to date on market conditions, economic news, and more.  Brad Harris, Director of Fixed Income joins Keith and provides some insightful viewpoints from the bond trading desk

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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April 10,  2023  | Season 5, Episode 12

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  opines on whether the Fed should raise rates further, cracks being observed in the credit markets and more.  Brad Harris, Director of Fixed Income joins Keith and provides some insightful positioning an investor may wish to consider depending on their risk tolerance, goals, and time horizon.  

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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April 3,  2023  | Season 5, Episode 11

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  discusses the current financial banking crisis, the 1st quarter of the year, recent major events, OPEC, TikTok and more. Brad Harris, Director of Fixed Income joins Keith for an in depth look at bonds and rates

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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March 20,  2023  | Season 5, Episode 10

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  discusses the current financial banking crisis, the shotgun marriage between Credit Suisse and UBS, and more. If all this talk about bank safety concerns you, come listen to Keith as he may shed some light on the situation. As always, Keith does a great job of explaining things in a simple to understand manner.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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March 13,  2023  | Season 5, Episode 9

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  discusses and shares his thoughts on the banking sector and the developments with Silicon Valley Bank. What went wrong at Silicon Valley Bank and can other banks face a similar fate?

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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March 06,  2023  | Season 5, Episode 8

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  reminds us that while we may think certain events haven't happened before or are new, that, in fact, history does tend to repeat itself. Keith then shares some updates on the markets, stocks making news, and Brad joins him to  talk about what he has been seeing in the bond markets.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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February 13, 2023  | Season 5, Episode 7

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  gives shares a story about Customer Service from one of our Business Consultants, Mr. Kevin Leahy. He then brings us up to speed on the financial markets and concludes his remarks with a talk about Retirement Longevity, a topic of interest to many persons nearing retirement.   Brad Harris updates us on the the action in the bond market this week.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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February 6, 2023,  Season 5, Episode 6

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  gives us some insights into the SECURE Act 2.0 nd how this is impacting retirees in retirement planning. Keith then updates us on the financial markets, including stocks making news and the Federal Reserve.  Brad Harris gives us some insights into the bond market with a focus on municipal bonds.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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January 30, 2023,  Season 5, Episode 5

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith opens up on the relevance of the United States dollar as a reserve currency. He then discusses the importance of the fed meeting this week and how this may have an impact on this year strong rally, and why everybody will be focusing on one word, "ongoing", and what that means. Brad Harris gives us some insights into the bond market and the looming fight over the debt ceiling. 

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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January 23, 2023,  Season 5, Episode 4

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith updates us on the markets, stocks making news and more. Brad Harris gives us some insights into the bond market and current levels he is seeing.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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January 17, 2023,  Season 5, Episode 3

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith updates us on the markets and what the first week of trading can tell us  about the markets behavior for the remainder of the year. He outlines for us the Feds fight against inflation, stocks making news and more to hopefully get your financial year on track.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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January 9, 2023,  Season 5, Episode 2

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the importance of value investing and spending "time" in a holding, specifically when it come to individual stocks. Keith shares some insights from Nick Sleep and Qais Zakaria, a team that focused on Buffett like value investing in their company, The Nomad Investment Partnership.  Brad Harris joins Keith and provides us with an update on the bond market.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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January 3, 2023,  Season 5, Episode 1

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Welcome to 2023 and Season 5 of Enlightenment - a Herold & Lantern Investments podcast featuring Mr. Keith Lanton.

In this fist episode of 2023, Keith reflects on and shares some lessons from 2022 which by all accounts was not a good year for the financial markets. While inflation has been coming down recently, it's still  a risk to the financial markets as the Fed does its best to tame it. Brad Harris, Director of Fixed Income, joins Keith to discuss the bond market and municipal bonds in particular.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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December 26,  2022,  Season 4 Episode 45

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Wow what a year! Our 4th season and this is our 45th episode this season. We hope you have enjoyed our financial podcasts. Wishing you all a wonderful 2023! 

In this episode, Keith shares some year end inspirational thoughts. On the financial side, Keith reviews some year end to-do's. Congress recently passed a new budget which includes many improvements to the retirement space particularly with IRA accounts . Referred to as SECURE 2.0 - building off of the first SECURE ACT passed in the last Administration -   the improvements bring many enhancements to the retirement space including starter 401ks. 

Brad Harris, Director of Fixed Income, joins Keith to discuss the bond market and municipal bonds in particular.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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December 19,  2022,  Season 4 Episode 44

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some winning strategies from super successful Barbara Corcoran.  Keith reminds us of some year end tasks and strategies we should evaluate. He then provides us with an update on the financial markets including the bond market. 

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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December 12,  2022,  Season 4 Episode 43

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

This weeks episode aired from our Houston Office. Keith provides us with an update on the financial markets including the bond market. He also shares some thoughts from the book Atomic Habits by James Clear. 

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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November 28, 2022,  Season 4 Episode 42

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Producers Note - if you are looking for last weeks episode, we had some technical difficulties during the recording. Thank you for your understanding. 

This weeks podcast will  focus on the current state of the financial markets given the meaningful bounce we have seen since the recent lows. Has a new bull market started or are we seeing a bear market rally?

Keith will continue his thoughts on investing strategy, investing in a simpler manner making sure one understands their investments.  These thoughts are a continuation from previous episodes and the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green. He then updates listeners on current financial conditions, inflation, interest rates, and more. Brad Harris, Director of Fixed Income, closes with an update on the municipal bond market.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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November 7, 2022,  Season 4 Episode 41

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

 Keith shares further thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green, He then updates listeners on current financial conditions, inflation, interest rates, and more. Brad Harris, Director of Fixed Income, closes with an update on the municipal bond market.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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October 31,  2022,  Season 4 Episode 40

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this Halloween episode,  Keith shares further thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green, this time focusing on Howard Marks of Oaktree Capital Management and the person who penned the title of this episode.  He then updates listeners on current financial conditions, inflation, interest rates, and more. Brad Harris, Director of Fixed Income, closes with an update on the municipal bond market.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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October 24,  2022,  Season 4 Episode 39

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode,  Keith shares further thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green, this time of focusing on the Warren Buffett interview.  We have a big week coming with with major tech companies reporting. Keith also discusses the concept of a diversified portfolio and whether or not diversified portfolios still work.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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October 17,  2022,  Season 4 Episode 38

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

This episode talks about investing, goals and how probabilities play a role in investing.  Keith gives us some thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green.  

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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October 10,  2022,  Season 4 Episode 37

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

This episode talks about reflecting and trying not to get lost in the details. Keith references some thoughts from author James Clear.  He then discusses the federal reserve, inflation, and interest rates, and shares some thoughts from Barron's.  As today is a federal holiday, the bond market is closed.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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October 3,  2022,  Season 4 Episode 36

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith Keith shares insights into the book, The Alchemist, by Paolo Coelho and how that may relate to our financial well-being.  He then reviews the latest economic and financial news such as the UK Gilt blow-up. Brad Harris joins Keith and concludes the show with a bond market update.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

September 26,  2022,  Season 4 Episode 35

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares his thoughts about the havoc in the financial markets and discusses his thoughts and strategy on how to approach the market carnage. And how to best position going forward. What was in the past may not be what will be in the future.  Perhaps this is a new beginning in assessing one's personal goals and risk tolerance with a Financial Professional. Sometimes emotions override our logic, those are times when it's important to speak to an independent third party. This is similar to a relationship we have with our Primary Care Physician and a Well Visit.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

September 19,  2022,  Season 4 Episode 34

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith provides an update on the bond and stock markets as the prior week was a tumultuous week for both stocks and bonds.  Is it time perhaps to reallocate into bonds with yields much higher? Listen to this week's episode to gain some valuable insight as this week the Fed is scheduled to raise the benchmark rate again by 75 basis points.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

September 12,  2022,  Season 4 Episode 33

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith starts off by sharing some thoughts about 9-11,  which occurred 21 years ago.  He then discusses some truths on investing from the book called "Simple Wealth, Inevitable Wealth" by Nick Murray - how we should be thinking about investing. The title of this podcast is in reference to Nick Murray.

He then brings us up to speed on current news and events around the world.  Keith shares some thoughts from Barron's and stocks making news. Keith shares insights from a Barron's article about Social Security.  Brad Harris, Director of Fixed Income, joins Keith and gives us an update on the bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

September 6,  2022,  Season 4 Episode 32

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith channels the wisdom of Tony Robbins as it relates to the financial markets. Bonds have been on the move and Keith shares his thoughts on municipals.  The after summer season can present some challenges as September and October can be volatile months. He then talks about stocks making news, and shares some thoughts from Barron's.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 29,  2022,  Season 4 Episode 31

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some insights from author James Clear of Atomic Habits regarding mistakes and distractions. He then discusses recent Federal Reserve remarks from Jackson Hole which have rattled the financial markets, Barrons cover story on water, stocks making news, and more.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 22,  2022,  Season 4 Episode 30

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses Barron's article interview about megatrends shaping our future. He then shares his thoughts on Barron's cover story about how the United States may already be in recession.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 15,  2022,  Season 4 Episode 29

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some insights into Malcolm Gladwell's book "Talking To Strangers" and how some aspects of the book can be applied to Financial Services or any profession where one interacts with clients. He then covers recent legislation and how that may impact an investor's portfolio, stocks making the news, insights from Barrons, renewable energy, and more.   Brad Harris, Director of Fixed Income, shares a quick update on the bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 08,  2022,  Season 4 Episode 28

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith speaks about inflation, interest rates, and the Inflation Reduction Act which was just passed in the Senate.  Keith starts the podcast and shares three books Bill Gates has recommended for summertime reading: The Power by Naomi Alderman,  Why We're Polarized by Ezra Klein, and The Ministry for the Future by Kim Stanley Robinson.
 Brad Harris, Director of Fixed Income, shares a quick update on the bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 01,  2022,  Season 4 Episode 27

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some insights on investing by Ray Dalio. He then updates us on the financial markets, stocks making news, and other headlines from Barron's. Keith also educates his listeners on alternative income investments such as Annuities, I-Bonds, and TIPs, which have received a lot of press this year, Brad Harris, Director of Fixed Income, concludes the podcast with an update on the bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

July 25,  2022,  Season 4 Episode 26

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some quotes and thoughts from author James Clear.  He then updates us on the financial markets as earnings season rolls ahead with 175 S&P companies reporting this week. He then talks about stocks making news and other headlines from Barron's. Brad Harris, Director of Fixed Income, concludes the podcast with insights into the bond market and the yield curve.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

July 18,  2022,  Season 4 Episode 25

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some interesting facts about money and currency. He then updates us on the financial markets as earnings season is about to heat up. He then talks about stocks making news and other headlines from Barron's. Brad Harris, Director of Fixed Income, concludes the podcast with an update on the municipal market and the status of the yield curve.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

July 11,  2022,  Season 4 Episode 24

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some quotes from Zig Ziglar, and updates us on the financial markets as last week, the Nasdaq posted five straight, up days. He also shares some thoughts on how retirees may wish to think about positioning their portfolios.  He then talks about stocks making news and other headlines from Barron's.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

June 27, 2022,  Season 4 Episode 23

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares insights from Warren Buffett on investing and how to be successful.   He then talks about stocks making news and other headlines from Barron's.. Brad Harris joins Keith to give us an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

There will not be a podcast next week as it is July 4th holiday.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

June 6, 2022,  Season 4 Episode 22

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some further insights about work and life from author James Clear and his book "Atomic Habits".  He then talks about stocks making news like Amazon which is now trading split adjusted after the 20:1 split. Brad Harris joins Keith to give us an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

May 31, 2022,  Season 4 Episode 21

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some insights on using technology to work smarter and be more efficient, last week's rally, and Fed policy. Brad Harris joins Keith to give us an update on the muni bond market and what we may expect going forward.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

May 23, 2022,  Season 4 Episode 20

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some quotes for reflection in these uncertain times. He then reviews current financial headlines and stocks that are making news and shares some insights from Barron's. Brad Harris provides an update on the municipal bonds market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

May 16, 2022,  Season 4 Episode 19

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some thoughts on how to navigate the storm that is the financial markets.  Keith then discusses the current volatility in the financial markets, and stocks making news, and shares some insights from Barron's. 

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

May 9, 2022,  Season 4 Episode 18

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some thoughts on "success" from Warren Buffett. This was from a discussion Mr. Buffett had with students in Georgia back in 2019.  Keith then discusses the current volatility in the financial markets, and stocks making news, and shares some insights from Barron's. 

Brad Harris gives us an update on the bond market with particular attention to the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

May 5, 2022,  Season 4 Episode 17

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some more thoughts from James Clear's book "Atomic Habits" which might be applicable in the current financial market environment. He then discusses the current volatility in the financial markets, and stocks making news, and shares some insights from Barron's. 

Brad Harris gives us an update on the bond market with particular attention to the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

April 25, 2022,  Season 4 Episode 16

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the current market volatility and uncertainty that's raveling the financial markets.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

April 18, 2022,  Season 4 Episode 15

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

So what does a milk carton have to do with investing and the financial markets? Keith shares his insights into an Inc magazine article by Justin Bariso entitled "How Emotionally Intelligent People Use the 'Milk Carton Rule' to Solve Problems and Avoid Frustration" from April 14, 2022.

We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

April 11, 2022,  Season 4 Episode 14

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

With tax day fast approaching next Monday, Keith sheds some light on the history of taxes in the USA. Market pessimism continues to rise along with volatility.  It's not often one experiences sell offs of this nature in both the stock and bond markets. Brad Harris shares his emotions in what has been a hectic few weeks and the markets look poised to continue to rattle investors this week.

We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

April 4, 2022,  Season 4 Episode 13

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Keith starts the podcast by sharing more thoughts from James Clear and his book "Atomic Habits".  He provides us with an update on the financial markets and recent news that can impact your portfolio. Brad Harris, Director of Fixed Income, concludes with a more in-depth view of the bond market.

We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 28, 2022,  Season 4 Episode 12

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith talks about the book The Power of Regret by Daniel Pink and how this may fit into ones financial life.  He then touches on the recent volatility of the bond market which has been greater than the volatility of bitcoin, stocks making news and more. Brad Harris, Director of Fixed Income, concludes with a more in depth view of the bond market.

We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 21, 2022,  Season 4 Episode 11

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses whether or not this rally will last,  inflation which made headlines in the financial papers this weekend, Ukraine, Chinese stocks, and more. Brad Harris updates us in municipal bond trading. 

We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 14, 2022,  Season 4 Episode 10

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the current state of the market. All eyes are on the Fed as they are about to increase rates for the first time since 2018. Keith shares some insights on personal development citing some quotes from James Clear and Atomic Habits

Brad Harris shares his municipal bond trading insights. We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 7, 2022,  Season 4 Episode 9

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith brings us up to speed on rising oi prices, the Russia invasion of Ukraine and more.  The big question is will the United State of America have to cut a deal for oil.... with Iran or Argentina?  The financial markets are definitely shaky and Keith's calming words reminds investors we will eventually get past the turbulence. 

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

February  28, 2022,  Season 4 Episode 8

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the impact of The Russian invasion of Ukraine on portfolios and whether the rise in commodities, particularly oil, can lead us into a recession. He then updates us on current financial conditions, stocks making news, and more.
Brad Harris, Director of Fixed Income, gives us an update on the bond market and steps an investor can take to better position their portfolios.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

**For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

February 14, 2022,  Season 4 Episode 7

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the wild ride we have been experiencing in the markets. Keith also shares some insights as to why TIPs and Gold haven't been the inflation hedge they normally are during times of rising interest rates. Brad Harris, Director of Fixed Income, concludes the podcast with a commentary on the bond market which has not been spared from the volatility.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

**For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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February 7, 2022,  Season 4 Episode 6

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses how the bond market is in control of the financial markets worldwide and what this means for investors and their portfolios. Keith also gives us some insights into a book called "Subtract" by Leidy Klotz; a book about how deleting things from our lives can lead us to exciting new things.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

**For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 31, 2022, Season 4 Episode 5

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

A common question we have been receiving is how to align a portfolio with rising inflation; something we haven't seen in a long time. In this episode, Keith shares some insights from a recent webcast by Wharton Executive Education entitled: "Investing in a High Inflation World" featuring Itamar Drechsler, Joao Gomes, and Nikolai Roussanov - Wharton Professors.  Brad Harris, Director of Fixed Income, explains what he calls a "dislocated" bond market and the possibility of an inverted yield curve.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

**For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 24, 2022, Season 4 Episode 4

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

With inflation roaring and the markets acting very volatile, Keith tackles this age old investing question in todays episode of Enlightenment.  Brad Harris, Director of Fixed Income, closes the podcast with an update of the bond market. 

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

**For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 18, 2022, Season 4 Episode 3

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In today’s episode rising inflation and investor anticipation of a seemingly inevitable rate hike by the federal reserve is causing the bond market to drive equity valuations to the downside. In this episode Keith celebrates the legacy of Martin Luther King Jr. Although MLK was not necessarily a businessman Keith makes note of 5 of his teachings and how they can be applied to the business world or life in general. The episode goes on to discuss financial markets and global news impacting them, as well as upcoming reports scheduled for this week. Additionally, Keith brings to view an interesting article from Barron’s regarding the annual round-table event where “market-pros” voice their opinions and expectations for the year ahead. Keith is then joined by Brad Harris, Director of Fixed Income, to give a rather timely overview of the bond market. 

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern